All releases
May 2024 Published May 2024

May 2024 Updates

Products & Services page improvements, Dynamic Reports pilot, and more.

v2405.27.0 — May 27, 2024

Products & Services Page

  • Add charges even with unsaved changes (discounts stay disabled until saved)
  • Fix delete charge button on mobile
  • Update “Add Charges” button state immediately after changes
  • Allow collapsing events/charges sections
  • Add Collapse All button
  • Move “No Discounts Added” text into the header
  • Allow collapsing event financials and assets sections
  • Add Job Financials section (collapsed by default)
  • Add delete button in quantity selector

Charge Menu

  • Move To Event
  • Copy To Event
  • Duplicate
  • Delete

Event Menu

  • Move up / Move down
  • Edit
  • Duplicate
  • Send Estimate
  • View History
  • Delete
  • Share

Dynamic Reports

  • Dynamic Reports pilot (early access)

Infrastructure

  • Reduce bandwidth on Products page
  • Retroactive QBO invoice exports

Automation

  • Webhooks for job create/update

Report Updates

  • 2004.0 — adds customer name
  • 4000.0 — adds Job Origin
  • 4001.8 — adds sales agent, estimator, author

Fixes

  • Fix scheduled reports not sending to parent zone participants
  • Fix estimator stuck in loading state
  • Fix minimum Chrome version 98 alert
  • Allow job completion without marking invoice as outdated

v2405.15.0 — May 15, 2024

Move Right Monday (May 13).

Infrastructure & Performance

  • Styling changes
  • Faster page load
  • Removed “Access Denied” error
  • Add warning explaining why charges can’t be modified
  • Pagination on reports
  • Improve estimating page load speed
  • Increase dashboard accuracy

Fixes

  • Customer name validation (at least one alphanumeric character required)
  • Disable job participant assignments while loading
  • Allow adding $0 charges
  • Estimating tool bugs
  • Customer info not updating after edit

v2405.08.0 — May 8, 2024

New Products & Services Page

New Products & Services page released.

QuickBooks

  • QuickBooks fixes

Fixes

  • Fix customer shown on schedule popup

New Reports

  • Revenue by Sales Agent (1005.2)
  • Revenue by Estimator (3001.2)
  • Revenue by Sales Agent (1005.3)
  • Revenue by Estimator (3001.3)

Other

  • Estimator auto-set to first person adding charges
  • Fix customer info not updating after edit dialog
  • Fix attention system not updating after job stage change

v2405.01.0 — May 1, 2024

Postponed

  • Products & Services page postponed

Fixes

  • Fix can’t create invoice when charges added through Add Charge dialog
  • Fix disable inventory notes textarea during loading
  • Fix adjusted comment section tooltip text
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